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46 changes: 26 additions & 20 deletions MASTER_BACKLOG.md
Original file line number Diff line number Diff line change
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# MiGrid Master Backlog & Strategic Dependency Matrix

**Version:** 10.1.5
**Last Updated:** April 2026
**Status:** Phase 6 "AI & Optimization" (Active)
**Version:** 10.1.6
**Last Updated:** June 2026
**Status:** Phase 6 "AI & Optimization" (Active — 60%)

---

Expand All @@ -11,13 +11,11 @@
| Priority | Feature / Task | Primary Layer | Blocking Dependencies | Target Phase |
|:---:|:---|:---:|:---|:---:|
| **P0** | **ML Demand Forecasting** | L11 (ML Engine) | ✅ Phase 6 Telemetry Parity (100%) | Phase 6 |
| **P1** | **ISO 15118 Cert Exchange** | L7 (Device) | ✅ L7 v5.11.0 localSafetyCache (100%) | Phase 5 |
| **P2** | **Dynamic Wholesale Tariffs** | L9 (Commerce) | ✅ L4 v3.8.7 AI Readiness (100% Complete) | Phase 5 |
| **P1** | **ISO 15118 Cert Exchange** | L7 (Device) | ✅ L7 v5.13.0 Heartbeat Indexing (100%) | Phase 5 |
| **P2** | **Dynamic Wholesale Tariffs** | L9 (Commerce) | ✅ L4 v3.8.9 AI Readiness (100% Complete) | Phase 5 |
| **P3** | **OCPI 2.2 Roaming** | L7 (Device) | ✅ L9 v5.1.0 tariff engine sync (100% Complete) | Phase 5 |
| **P4** | **BESS RL Bidding** | L4 (Market) | 🚧 L3 BESS Integration (75% Complete) | Phase 6 |

| **P5** | **Resource-Aware Bidding** | L4 (Market) | ✅ L3 v3.3.2 High-Fidelity Breakdown | Phase 5 |

| Priority | Task ID | Description | Primary Layers | Status | Strategic Alignment |
|:---:|:---:|:---|:---:|:---:|:---|
| 1 | **ISO-15118-PC** | Full ISO 15118-20 Bidirectional Certificate Exchange & Plug & Charge UI (OCPP 2.1) | L7, L5, L1 | ✅ 100% | Phase 5: Enterprise Scale |
Expand All @@ -33,63 +31,71 @@

| Downstream Layer | Dependency | Upstream Source | Impact of Failure | Status |
|:---|:---|:---|:---|:---|
| **L11 ML Engine** | High-Fidelity Logs | **L1 Physics (v10.1.5)** | ML training data lacks regional context | ✅ Active |
| **L11 ML Engine** | High-Fidelity Logs | **L1 Physics (v10.1.6)** | ML training data lacks regional context | ✅ Active |
| **L5 Driver DX** | PnC Auth Status | **L7 Device Gateway** | Driver cannot use Plug & Charge sessions | ✅ Active |
| **L9 Commerce** | Billing Reconciliation | **L1 Physics / L4 Market** | Inaccurate split-billing or tariff logic | ✅ Active |
| **L4 Market Gateway** | Capacity Cache | **L3 VPP Aggregator** | Bidding latency exceeds 50ms ISO SLA | ✅ v3.3.2 Active |
| **L4 Market Gateway** | Confidence Fallback | **L2 Grid Signal (v2.5.3)** | Missing high-fidelity metadata for L11 | ✅ Active |
| **L10 Token Engine** | Engagement Triggers | **L6 Engagement Engine (v5.17.0)** | Rewards fail for 'ISO Explorer' challenges | ✅ Sync |
| **L2 Grid Signal** | Regional Pricing | **L4 Market Gateway (v3.8.7)** | VTN cannot see market-aware grid signals | ✅ Sync |
| **L11 ML Engine** | Sentinel Audit | **L10 Token Engine (v4.3.7)** | Phase 6 AI auditing lacks ground truth | ✅ Active |
| **L4 Market Gateway** | Capacity Cache | **L3 VPP Aggregator** | Bidding latency exceeds 50ms ISO SLA | ✅ v3.3.3 Active |
| **L4 Market Gateway** | Confidence Fallback | **L2 Grid Signal (v2.5.5)** | Missing high-fidelity metadata for L11 | ✅ Active |
| **L10 Token Engine** | Engagement Triggers | **L6 Engagement Engine (v5.18.0)** | Rewards fail for 'ISO Explorer' challenges | ✅ Sync |
| **L2 Grid Signal** | Regional Pricing | **L4 Market Gateway (v3.8.9)** | VTN cannot see market-aware grid signals | ✅ Sync |
| **L11 ML Engine** | Sentinel Audit | **L10 Token Engine (v4.3.8)** | Phase 6 AI auditing lacks ground truth | ✅ Active |

---

## 🛠️ Active Engineering Sprints (Phase 6)

### Layer 1: Physics Engine (v10.1.5)
### Layer 1: Physics Engine (v10.1.6)
- [✓] **[L1-135] Hardware Safety**: Kafka consumer for `DER_ALARM_REPORTED` triggers site-specific locks.
- [✓] **[L1-133] Local Safety Cache**: 5s background poller for sub-millisecond resilience.
- [✓] **Phase 6 Parity**: Enforced strict .toFixed(4) string formatting for all scores.
- [✓] **Standardized Site ID**: Implemented `extractSiteId` for multi-site identification.
- [✓] **Digital Twin Sync**: Hardened fleet-filtered Redis sync with string handling.
- [✓] **Contextual Safety Locks**: metadata-enriched `l1:safety:lock:context` in Redis.
- [✓] **API Security**: Integrated `helmet` and secured `/data/training/physics`.

### Layer 2: Grid Signal (v2.5.3)
### Layer 2: Grid Signal (v2.5.5)
- [✓] **[L2-135] Grid Safety Locks**: Site-specific lock enforcement during OpenADR dispatch.
- [✓] **Telemetry Hardening**: implemented `isNaN` protection for physics/confidence scores.
- [✓] **L11 Parity**: enforced strict `.toFixed(4)` string formatting for audit trails.
- [✓] **Secure Reporting**: authenticateToken and PII masking applied to `/openadr/v3/reports`.
- [✓] **Fleet Security**: Hardened global data endpoints to reject `fleet_id` tokens.

### Layer 3: VPP Aggregator (v3.3.2)
### Layer 3: VPP Aggregator (v3.3.3)
- [✓] **Sentinel Fidelity Hardening**: Supports boolean, string, and integer formats for sentinel flags.
- [✓] **Redis Capacity Cache**: Sub-50ms reporting for L4 bidding.
- [✓] **Fuse Rule 2.0**: 20% SoC hard floor integrated into capacity formula.
- [✓] **Multi-Site Parity**: Implemented `extractSiteId` for standardized site identification.
- [~] **BESS Integration**: Support for stationary storage assets (75%).

### Layer 4: Market Gateway (v3.8.7)
### Layer 4: Market Gateway (v3.8.9)
- [✓] **Hardware Health Penalty**: Regional bidding confidence reduction based on L7 alarm density.
- [✓] **[L4-133] Resilience**: Local safety cache and 5s poller for regional alarm synchronization.
- [✓] **ML Parity**: Enforced strict string formatting (`.toFixed(4)`) for all scores.
- [✓] **NaN Protection**: Hardened bidding logic via `safeFloat` utility.
- [✓] **Multi-Site Parity**: Hardened grid signal consumer with multi-key site identification.
- [✓] **Bidding Auditability**: High-fidelity audit context for all bids.
- [✓] **AI Readiness**: Training endpoints for fuel-mix, load-forecast, and net-load active.
- [~] **BESS RL Bidding**: Research phase for reinforcement learning models (10%).

### Layer 6: Engagement Engine (v5.17.0)
### Layer 6: Engagement Engine (v5.18.0)
- [✓] **Hardware Health Guardian**: Achievement for 10 sessions at sites with zero regional alarms.
- [✓] **Phase 6 Alignment**: Standardized physics and confidence scores as 4-decimal strings.
- [✓] **Multi-Site Parity**: Hardened site identification via `extractSiteId`.
- [✓] **AI Model Master**: Achievement for 100+ cumulative high-fidelity sessions.
- [✓] **Phase 6 Data Pioneer**: Achievement for 5 consecutive sessions with physics_score > 0.99.
- [✓] **Solar Flare**: Achievement for 25 cumulative solar ramp responses.
- [✓] **Sentinel Elite**: Achievement for 50 total sentinel-fidelity sessions.

### Layer 7: Device Gateway (v5.11.0)
### Layer 7: Device Gateway (v5.13.0)
- [✓] **Heartbeat Hash Indexing**: Optimized Redis `l7:heartbeats` for scalable fleet tracking.
- [✓] **[L7-133] Resilience**: Implemented `localSafetyCache` for sub-millisecond dispatch.
- [✓] **DER Alarms**: Enhanced hardware-agnostic alarm handling via `NotifyDERAlarm`.
- [✓] **ISO 15118-20**: Hardened Certificate Exchange and EMAID handling (100%).
- [✓] **ML Parity**: Enforced strict string-formatted telemetry (.toFixed(4)).
- [✓] **Security Hardening**: Integrated helmet() and updated Kafka tagging.

### Layer 10: Token Engine (v4.3.7)
### Layer 10: Token Engine (v4.3.8)
- [✓] **Hardware Health Penalty**: Logic refactored into `applyHardwarePenalty` with ISO normalization.
- [✓] **Reward Batching**: Standardized atomic background worker for reward minting.
- [✓] **ML Parity**: Enforced strict .toFixed(4) telemetry formatting.
- [✓] **Site Awareness**: Standardized identification via `extractSiteId`.
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40 changes: 20 additions & 20 deletions PLATFORM_STATUS.md
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Expand Up @@ -2,7 +2,7 @@

# MiGrid Platform Status Report

**Version 10.1.5** • **April 2026**
**Version 10.1.6** • **June 2026**

[![Phase](https://img.shields.io/badge/Phase_6-AI_&_Optimization-orange.svg)](../docs/roadmap.md)
[![Progress](https://img.shields.io/badge/Progress-84%25_Complete-blue.svg)](PLATFORM_STATUS.md)
Expand All @@ -18,11 +18,11 @@

## Executive Summary

As of April 2026, the MiGrid platform has completed its transition to an **11-layer architecture**. We have successfully closed out **Phase 5 (Enterprise Scale)** and are now actively executing **Phase 6: AI & Optimization**, which introduces the **L11: ML Engine**.
As of June 2026, the MiGrid platform has completed its transition to an **11-layer architecture**. We have successfully closed out **Phase 5 (Enterprise Scale)** and are now actively executing **Phase 6: AI & Optimization**, which introduces the **L11: ML Engine**.

- [x] **11 of 11 layers** fully operational (L1-L11)
- [x] **Phases 1-5** complete (Q1 2026)
- [~] **Phase 6** AI & Optimization (Active Q2 2026)
- [~] **Phase 6** AI & Optimization (Active Q2 2026 — 60% Progress)

</td>
<td width="50%" valign="top">
Expand All @@ -36,7 +36,7 @@ Features Delivered: █████████████████░
Standards Compliance: ████████████████░░░░ 80%
```

**82 of 98 features** delivered (Metric Audit April 2026)
**82 of 98 features** delivered (Metric Audit June 2026)

</td>
</tr>
Expand Down Expand Up @@ -183,7 +183,7 @@ This section serves as the mathematical source of truth for platform completion
Extended platform vision through end of 2026 with clear milestones:

- [✓] Extended roadmap from **5 phases to 8 phases** through Q4 2026
- [✓] Updated timeline to align with **April 2026** current date
- [✓] Updated timeline to align with **June 2026** current date
- [✓] Added **three major 2026 updates:**

| Phase | Quarter | Focus Area |
Expand Down Expand Up @@ -797,28 +797,28 @@ done

| Layer | Service | Version | Status |
| :--- | :--- | :--- | :--- |
| **L1** | Physics Engine | `10.1.5` | ✅ Operational |
| **L2** | Grid Signal | `2.5.3` | ✅ Operational |
| **L3** | VPP Aggregator | `3.3.2` | ✅ Operational |
| **L4** | Market Gateway | `3.8.7` | ✅ Operational |
| **L1** | Physics Engine | `10.1.6` | ✅ Operational |
| **L2** | Grid Signal | `2.5.5` | ✅ Operational |
| **L3** | VPP Aggregator | `3.3.3` | ✅ Operational |
| **L4** | Market Gateway | `3.8.9` | ✅ Operational |
| **L5** | Driver Experience API | `4.1.0` | ✅ Operational |
| **L6** | Engagement Engine | `5.17.0` | ✅ Operational |
| **L7** | Device Gateway | `5.11.0` | ✅ Operational |
| **L6** | Engagement Engine | `5.18.0` | ✅ Operational |
| **L7** | Device Gateway | `5.13.0` | ✅ Operational |
| **L8** | Energy Manager | `2.1.0` | ✅ Operational |
| **L9** | Commerce Engine | `5.1.0` | ✅ Operational |
| **L10**| Token Engine | `4.3.7` | ✅ Operational |
| **L10**| Token Engine | `4.3.8` | ✅ Operational |
| **L11**| ML Engine | `0.5.0` | ✅ Operational |

---

## Latest Release Wins (April 2026)
## Latest Release Wins (June 2026)

- **L1 Physics Engine (v10.1.5)**: Implemented **localSafetyCache [L1-133]** for sub-millisecond resilience and achieved Phase 6 telemetry parity via strict `.toFixed(4)` string formatting.
- **L7 Device Gateway (v5.11.0)**: Deployed **localSafetyCache [L7-133]** for resilient dispatch; hardened DER alarm handling via OCPP 2.1 `NotifyDERAlarm` broadcasting.
- **L10 Token Engine (v4.3.7)**: Standardized asynchronous **Reward Batching** worker and hardened site identification via `extractSiteId`.
- **L4 Market Gateway (v3.8.7)**: Enforced high-fidelity telemetry standards with `safeFloat` utility and strict string-formatted auditing for ML parity.
- **L2 Grid Signal (v2.5.3)**: Hardened telemetry parsing with `isNaN` protection and aligned scoring outputs with L11 AI standards.
- **L6 Engagement Engine (v5.17.0)**: Standardized site identification and enforced strict string-formatting for all physics and confidence scores.
- **L4 Market Gateway (v3.8.9)**: Implemented **Hardware Health Penalty** logic, reducing bidding confidence by 0.05 per regional alarm (capped at 0.3) to account for grid-edge instability.
- **L10 Token Engine (v4.3.8)**: Hardened **Hardware Health Penalty** integration for rewards; refactored regional alarm scanning via ISO-normalized Redis lookups (`l4:regional:alarms:<ISO>`).
- **L2 Grid Signal (v2.5.5)**: Integrated **site-specific grid safety locks** [L2-135], automatically rejecting OpenADR events for sites reporting 'CRITICAL' or 'HIGH' severity alarms.
- **L1 Physics Engine (v10.1.6)**: Activated site-specific `l1:safety:lock` via Kafka consumer for `DER_ALARM_REPORTED`, ensuring edge-resilient safety for hardware-distressed assets.
- **L7 Device Gateway (v5.13.0)**: Optimized **Heartbeat Hash Indexing** (`l7:heartbeats`) for scalable fleet tracking and standardized individual `NotifyDERAlarm` broadcasts for cross-layer bidding penalties.
- **L6 Engagement Engine (v5.18.0)**: Deployed **'Hardware Health Guardian'** achievement, rewarding drivers for high-fidelity sessions at sites with zero regional hardware alarms.

---

Expand All @@ -838,7 +838,7 @@ The platform is now actively utilizing high-fidelity data for **L11: ML Engine**

*The Operating System for Sustainable Fleet Electrification*

**Last Updated:** April 2026 • **Platform Version:** 10.1.5 • **Roadmap Status:** 84% Complete (82/98 features)
**Last Updated:** June 2026 • **Platform Version:** 10.1.6 • **Roadmap Status:** 84% Complete (82/98 features)

[![GitHub](https://img.shields.io/badge/GitHub-Repository-blue.svg)](https://github.com/dcplatforms/Migrid)
[![License](https://img.shields.io/badge/License-Apache%202.0-green.svg)](LICENSE)
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